Quotes use the sales taxes kept in accounting

What moves

Every sales tax created or changed in accounting is copied into a read-only list in CRM, which quote lines use for their rate.

Before you start

• Both modules in your plan
• Sales taxes defined in accounting

Step by step

1. AccountantAccounting & E-Invoicing

   Adds or changes a sales tax such as 5 percent VAT.

   You see:The tax is saved in accounting.

2. SystemCRM & Sales Pipeline

   Updates CRM's copy of the tax list.

   You see:The new rate appears in the quote builder.

3. Account executiveCRM & Sales Pipeline

   Adds a line to a quote and picks the product.

   You see:The line carries the product's default tax rate.

Related

• Accounting & E-Invoicing
• CRM & Sales Pipeline
• Rental charges become invoices
• Requests and awards are approved where finance approves
• Sales taxes come from Accounting's tax list
• A stock movement that could not post is fixed and posted
• A supplier's e-invoice becomes a bill that is approved
• Connections between modules